Northwest Administrators INC

Assets Under Management

$490.8M

Number of Clients

7

Number of Advisors

4

Avg. Portfolio per Client

$70.1M

Avg. Managed per Advisor

$122.7M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Northwest Administrators (NWA) offers investment and cash management services to clients with existing employee benefit plan administration contracts with NWA. NWA manages client assets based on client-adopted Investment Guidelines. NWA manages client assets on a discretionary basis.

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50.0M0.20%
$50M+0.10%

NWA charges fixed fees for small clients. The fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
Areas of Practice
Investment Management
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Location

2323 Eastlake Ave East, Suite 400, Seattle, WA, 98102-3305

4 Advisors at this firm